Convert statements to excel.
Credit Union SA Statement Converter
Statements can be requested through the Credit Union SA app or via the Net Banking website.
You can convert your Credit Union SA PDF statements to excel on this page. These are some of the more frequently processed layouts for Credit Union SA.
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Credit Union SA statements contain the year in the dates, this means that the formatted CSV output can be imported directly in accounting software like Xero, Quickbooks and MYOB.
Credit Union SA statements can contain all of the transactions for a given period for multiple accounts that the customer holds with the bank.
Table headers are displayed on each page of the bank statement that contains transactions, this helps with filtering other data such as notices and advertisements.
Section 286 of the Corporations Act requires financial records to be kept for at least seven years after the transactions covered by the records are complete.
As a result Australian Banks and Credit Unions provide 7 years of bank statements for download as PDF but only 2 years of data through Open Banking.
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Getting Credit Union SA statements into excel is a common task. For any questions please reach out.